Wisconsin Wealth Advisors, LLC Portfolio Holdings

Wisconsin Wealth Advisors, LLC

  • $102 Billion
  • Q4 2025

Wisconsin Wealth Advisors, LLC has filed its 13F form on January 07, 2026 for Q4 2025 where it was disclosed a total value porftolio of $102 Billion distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $4.19B, First Tr Morningstar Dividend with a value of $4.13B, Broadcom Inc. with a value of $4.09B, First Tr ETF Vi Smid Cap Risin with a value of $3.88B, and Vanguard Growth ETF with a value of $3.61B.

Examining the 13F form we can see an decrease of $3B in the current position value, from $105B to 102B.

Wisconsin Wealth Advisors, LLC is based out at Sun Prairie, WI

Below you can find more details about Wisconsin Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $102 Billion
ETFs: $54.7 Billion
Technology: $21.1 Billion
Consumer Cyclical: $6.34 Billion
Consumer Defensive: $4.23 Billion
Communication Services: $2.44 Billion
Financial Services: $1.67 Billion
Healthcare: $1.62 Billion
Industrials: $1.55 Billion
Other: $2.07 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.19 Billion 4.11% of portfolio
6,826
Q4 2025 Reduced 13.46%
$0
$4.13 Billion 4.05% of portfolio
93,247
Q4 2025 Reduced 4.12%
$139B
$4.09 Billion 4.01% of portfolio
11,809
Q4 2025 Reduced 7.76%
$0
$3.88 Billion 3.8% of portfolio
101,265
Q4 2025 Reduced 11.64%
$0
$3.61 Billion 3.53% of portfolio
7,393
Q4 2025 Added 5.0%
$0
$3.58 Billion 3.5% of portfolio
51,473
Q4 2025 Reduced 8.09%
$465B
$3.54 Billion 3.47% of portfolio
18,983
Q4 2025 Reduced 4.68%
$130B
$3.19 Billion 3.13% of portfolio
8,054
Q4 2025 Reduced 34.37%
Pimco ETF Tr
-
$2.89 Billion 2.83% of portfolio
-
Q4 2025 Added 49.7%
$0
$2.85 Billion 2.8% of portfolio
38,037
Q4 2025 Added 9.65%
$3.78T
$2.42 Billion 2.37% of portfolio
4,995
Q4 2025 Added 0.02%
$2.39T
$2.26 Billion 2.22% of portfolio
9,806
Q4 2025 Added 0.99%
$4.3T
$2.26 Billion 2.22% of portfolio
8,314
Q4 2025 Reduced 4.49%
$0
$2.11 Billion 2.07% of portfolio
7,271
Q4 2025 Added 0.55%
$0
$2.05 Billion 2.01% of portfolio
5,692
Q4 2025 Reduced 0.63%
$342B
$1.96 Billion 1.92% of portfolio
11,021
Q4 2025 Reduced 9.03%
$279B
$1.9 Billion 1.87% of portfolio
17,099
Q4 2025 Reduced 0.48%
$0
$1.87 Billion 1.84% of portfolio
20,243
Q4 2025 Added 0.54%
$0
$1.71 Billion 1.68% of portfolio
36,820
Q4 2025 Reduced 27.96%
$0
$1.64 Billion 1.61% of portfolio
32,765
Q4 2025 Added 5.13%
$0
$1.6 Billion 1.57% of portfolio
34,780
Q4 2025 Added 9.39%
$0
$1.55 Billion 1.52% of portfolio
47,654
Q4 2025 Added 27.15%
$0
$1.54 Billion 1.51% of portfolio
5,983
Q4 2025 Reduced 0.08%
$0
$1.52 Billion 1.49% of portfolio
25,401
Q4 2025 Added 45.42%
$1.29T
$1.4 Billion 1.37% of portfolio
3,115
Q4 2025 Added 0.71%
$0
$1.38 Billion 1.35% of portfolio
27,698
Q4 2025 Added 28.56%
Capital Group Core Balanced
-
$1.19 Billion 1.16% of portfolio
-
Q4 2025 Added 17.94%
$0
$1.18 Billion 1.15% of portfolio
8,204
Q4 2025 Added 150.96%
$0
$1.1 Billion 1.08% of portfolio
8,434
Q4 2025 Reduced 1.19%
Ark 21 Shares Bitcoin ETF
-
$1.09 Billion 1.06% of portfolio
-
Q4 2025 Reduced 1.75%
$0
$1.08 Billion 1.06% of portfolio
15,085
Q4 2025 Added 0.39%
$0
$995 Million 0.98% of portfolio
16,014
Q4 2025 Reduced 0.59%
$0
$993 Million 0.97% of portfolio
22,211
Q4 2025 Added 98.4%
$0
$980 Million 0.96% of portfolio
4,564
Q4 2025 Reduced 0.93%
$115B
$952 Million 0.93% of portfolio
2,031
Q4 2025 Reduced 7.22%
$404B
$940 Million 0.92% of portfolio
1,090
Q4 2025 Reduced 7.31%
$0
$936 Million 0.92% of portfolio
53,489
Q4 2025 Added 0.72%
$414B
$934 Million 0.92% of portfolio
4,087
Q4 2025 Reduced 31.28%
First Tr Exchange Traded Fd
-
$903 Million 0.89% of portfolio
-
Q4 2025 Added 0.43%
$114B
$892 Million 0.87% of portfolio
4,107
Q4 2025 Reduced 1.01%
$96.7B
$845 Million 0.83% of portfolio
17,659
Q4 2025 Reduced 0.25%
$0
$825 Million 0.81% of portfolio
2,729
Q4 2025 Reduced 0.4%
$0
$778 Million 0.76% of portfolio
17,835
Q4 2025 New
$49.5B
$769 Million 0.75% of portfolio
5,336
Q4 2025 Reduced 8.55%
$2.1B
$770 Million 0.75% of portfolio
3,745
Q4 2025 New
$64.9B
$769 Million 0.75% of portfolio
9,683
Q4 2025 Reduced 3.89%
$881B
$743 Million 0.73% of portfolio
2,306
Q4 2025 Added 1.32%
$255B
$724 Million 0.71% of portfolio
1,957
Q4 2025 Reduced 8.47%
$1.46T
$703 Million 0.69% of portfolio
2,315
Q4 2025 Reduced 28.83%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $102 Billion
  • Prior Value $105 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 07, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 5 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
Track This Portfolio

Track Wisconsin Wealth Advisors, LLC Portfolio

Follow Wisconsin Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wisconsin Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wisconsin Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email